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Backup to USB Device


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Hello,

Yes, you should be able to backup to a USB stick. To back up data, click the Tools menu and select Back Up Data. Select a method for backup depending on how you would like to access the data later on. You do not need internet connection to open or view your transactions in Money. You would only need internet access if you want to use the web access feature:

MoneyLine can be used to retrieve transaction and balance data from your financial institution if they support OFX connections. Contact your bank and ask if they allow connections to their OFX server, or if you are only allowed to download OFX files through their website. If downloading through their site is your only option, you can import transactions from the File menu by selecting Import from OFX/QFX File. If you are able to connect to their OFX server, you will need to gather the following information:

Financial Institution: Select the name of the financial institution with which the account should be associated. Alternatively, new financial institution information may be entered by using the Add

Routing Number: Enter the routing number (or sort code, transit number, or BSB number) for your financial institution.

Account Number: Enter the account number issued by the financial institution holding the account.

User ID: Enter the user ID issued by the financial institution for accessing the account.

Password: Enter the password associated with the above user ID.

Regards.

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